Managing Groups & Sections
Creating, editing, organizing, and reordering groups and sections.
9 articles
- Understanding Your Groups ScreenWhat's the difference between a Group and a Section in PLAI, and how All Members, standalone Groups, and nesting work on the Groups screen.
- How to Search for a Group or SectionStep by step guide to searching for a Group or Section by name in PLAI, including what the results show for nested Groups.
- How to Create a SectionStep by step guide to creating a Section in PLAI to organize related Groups together, including naming rules and what happens if a name's already taken.
- How to Create a GroupStep by step guide to creating a Group in PLAI, standalone or nested inside a Section, so you can organize members for communications and events.
- How to Edit a SectionStep by step guide to renaming a Section or updating its description in PLAI, including what happens if you close without saving.
- How to Edit a GroupStep by step guide to renaming a Group or updating its description in PLAI, without affecting its members.
- How to Delete a SectionStep by step guide to deleting a Section in PLAI. Its Groups become standalone automatically, they're never deleted with it.
- How to Delete a GroupStep by step guide to deleting a Group in PLAI. Member records are always preserved, only the group mapping is removed.
- How to Move and Reorder Groups and SectionsStep by step guide to dragging and reordering Groups and Sections in PLAI, including moving a Group between Sections.